Plan for a life well lived

Lifestyle financial planning for individuals and families.

Who we are

We’re lifestyle financial planners. We help people get more out of life through effective lifestyle financial planning. We’ll help you establish your vision for the future you want, and create a plan to turn that vision into a reality.

Planning for a comfortable financial future takes clarity and confidence. Armed with these two things, you will be able to take that first step, to set your goals for success and embark on the journey to the life you’ve always wanted to live. We’re here to help make that possible and guide you along the way.

 

Why we're different

Our approach to lifestyle financial planning

We provide people with the tools they need to make better, more confident financial decisions that will enable them to live life to the full.

Do you know how much money you would need for the life you want to live? What would be ‘enough’ to enable you to do the things you love, or spend more time on the things that are important? Do you have a clear view of what that life even involves? If you’re not sure of the answer to any of these questions, we can help.

Retirement

Whether you are five years away from retirement or already enjoying an active retirement, our lifestyle financial planning process ensures that our focus is on your goals and aspirations.

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We care:

Choosing to work with a lifestyle financial planner is a big decision, you’ll want to know you’re working with someone who has your best interests in mind.

98%

of clients believe working with us has helped them achieve their financial goals

93%

of clients said they would recommend us to family and friends

97%

of clients were satisfied with our communications during the Covid-19 pandemic

How much is Enough?

How much money do you need to live the life you want without the fear or worry of ever running out of money? Get your FREE copy of this insightful book with a foreword by our Director and Lifestyle Financial Planner, Adrian Duke-Cohan

Click here

What our clients say

“Adrian ensures that my pension pot is always in the best place with quarterly updates. He looks at lifetime goals and how to achieve them.

He always gives the best advice with his thorough background knowledge and experience, and I know that I can really trust his advice for the future as I know from experience that he is working out the best results for me.”

Sharon ,
Worthing

Contact us

For a no-obligation consultation, just leave us a message and we’ll be in touch to arrange a chat.

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